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Pensiontrend Investment Advisers, LLC (Okemos)


Pensiontrend Investment Advisers, LLC is a large advisory firm based in Okemos. It manages $751.29 million of regulatory assets for 370 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Michigan.




Pensiontrend Investment Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pensiontrend Investment Advisers: assets under management

The assets under management (AUM) of Pensiontrend Investment Advisers, LLC is $751.29 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.03 million in discretionary accounts and $730.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $420.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pensiontrend Investment Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Okemos

The principal office where Pensiontrend Investment Advisers, LLC performs its advisory services is located at 2149 Jolly Rd Suite 200, Okemos, MI 48864, which is also the mailing address of the firm. An additional office of the firm is in Troy, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 517-349-2149 or by fax 517-349-5455. The normal business hours are 8:00 - 5:00 eastern time on Monday - Friday.


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